OCIO Endowments & Foundations Specialist

Merrill; Chicago (IL); Presencial; USD 140.000 - 230.000; Jornada completa

Descripción de la vacante

Bank of America’s Endowment & Foundation Specialist role leads growth in the OCIO business within the assigned division, prospecting institutional clients and shaping sales strategy across markets.

You will work with EFS teams to manage complex opportunities, build relationships with GIC FAs and bankers, and represent investment solutions to nonprofit boards and committees, including conferences and presentations.

Formación

• 10+ years selling asset management services to nonprofits and endowments.
• Experience marketing and selling OCIO services to nonprofits with a track record in closing.
• Experience presenting complex investment solutions to investment committees and trustees.

Responsabilidades

• Drive asset and revenue growth in the institutional business within division.
• Identify and qualify larger more complex institutional prospects.
• Lead sales process for opportunities sourced by PCAs/ICAs and ML GIC FAs.
• Collaborate with EFSs to review pipeline and align resources.
• Be the initial point of contact for GIC FAs and Bankers for new opportunities.

Conocimientos

Investments expertise

Asset allocation

Relationship management

Sales practitioner

Public speaking

RFPs knowledge

Institutional investment trends

Investment solutions knowledge

Educación

Bachelor's degree

Series 7/63/65 licenses

CIMA or CFA preferred

Herramientas

GWIM platform

Descripción del empleo

Bank of America’s Endowment & Foundation Specialist role leads growth in the OCIO business within the assigned division, prospecting institutional clients and shaping sales strategy across markets.

You will work with EFS teams to manage complex opportunities, build relationships with GIC FAs and bankers, and represent investment solutions to nonprofit boards and committees, including conferences and presentations.